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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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600 results found

  1. Have the ability to strikethrough an amount on the pricing table and and show it go to 0, (Waiving fee)

    1 vote

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  2. add the settings in the pricing table so a few products are already automatically preselected

    2 votes

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  3. Bold the Grand Total in the Quote

    2 votes

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  4. Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually

    2 votes

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  5. When a recipient clicks the product images in a pricing table or quote builder, it shows the actual image size. there should be an option to disable it, keep thumbnail views only.

    2 votes

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  6. I would like to be able to put in a negative number for a line item in the catalog so that clients can see the discount as an item and it's clear for them to see in the quote.

    10 votes

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  7. Able to add dynamic content from previous steps in the workflow builder such as first name and last name of the recipient from CRM, Form or Quote.

    1 vote

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  8. Ability to use fractional numbers within the QTY column in the quote builder

    4 votes

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  9. I would like the ability to input markup in the Catalog and to see / override it in pricing tables to create the customer price instead of manually having to calculate price vs cost.

    1 vote

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  10. The customer receives a quote and makes a selection and the document is then filtered back to us for processing

    4 votes

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  11. Hide product description in Pricing Table

    2 votes

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  12. Automatically add products selected in Quote Builder to a Pricing Table

    2 votes

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  13. Bulk Update document value and currency

    2 votes

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  14. Currently, if you are using recurring products, it only shows the total before tax for the initial payment, not the whole contract value.

    3 votes

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  15. Variables for the quote builder

    7 votes

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  16. Add hourly billing type to catalog products.

    6 votes

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  17. Our pricing is volume-based non-accumulative. When using your product catalogue and pricing table I want:

    Band 1: 1-20 Price X
    Band 2: 21-50 Price Y
    Band 3: 51-100 Price Z

    If a customer is in price 3 with 75 products, I want the pricing table to calculated as non-accumulative. This way:

    20 * Price X + 30 * Price Y + 25 * Price Z (Non-Accumulative) Is this possible with you catalogue?

    2 votes

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  18. Ability to set a minimum quantity the recipient must choose in Quote Builder

    5 votes

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  19. 3 votes

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  20. Now it has no name while other columns do have a name and it can be edited

    2 votes

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